Senior Associate Wealth Advisor

Job overview

The Senior Associate Wealth Advisor role is listed as full time with a hybrid work model in Princeton, NJ; compensation is described as a competitive salary, with no numeric amount specified. Novi Wealth Partners is a fee-only, independent wealth management firm focused on client-centered financial planning and advice. The advisor supports clients through meetings, financial planning deliverables, investment analysis, portfolio monitoring, and coordination with attorneys, accountants, and operations staff. The role contributes to the firm’s client-first approach by translating client discussions into actionable plans and helping implement recommendations.

What you'll do

• Serve as lead or supporting advisor in client meetings
• translate conversations into plans and follow-ups
• manage client communications and planning deliverables
• maintain client files
• prepare cash flow projections, beneficiary reviews, tax analyses, and investment plans
• collaborate on advanced planning strategies
• prepare and present Investment Policy Statements
• monitor portfolios and prepare trades for approval
• analyze portfolios and recommend new accounts
• coordinate with attorneys, accountants, and operations
• support incoming client calls and service issues.

What we're looking for

Skills & competencies

senior associate wealth advisor

wealth management

financial planning

client advisory

investment strategy

portfolio monitoring

fee-only

hybrid

princeton nj

novi wealth partners

cfp

client-centered planning

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance-based incentive bonus
• 401(k) with firm contribution
• health, dental, and vision insurance
• paid time off
• parental leave
• tuition reimbursement
• CFP certification and continuing education support.

Why this role

Fee-only, independent firm with a hybrid work model and a stated path for Associate Advisors to grow into Wealth Advisor roles.

About the employer

Novi Wealth Partners is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.